Article By: Mike Pruitt, CFP®,RICP®

For the first time in over a decade, Americans will see some sweeping changes to the provisions that govern their retirement accounts. President Donald Trump signed the bill known as the “Setting Every Community Up for Retirement Enhancement Act,” or SECURE Act, into law on December 20, 2019. 

This sweeping bill (along with a series of year-end tax extenders) offers several adjustments to our current laws surrounding saving and preparing for retirement.
On the one hand, the media is touting the S&P 500’s cumulative return of almost 250% over the past 10 years. And while the U.S. equity markets over the previous decade were certainly remarkable, it was also the only decade on record that did not register a recession and just the second decade that did not experience a bear market.

There’s an effective medium, though, between doing nothing and panicky trading. These guidelines can keep you level-headed even while the markets twist and turn and record new record highs ... Continue Reading
When managed correctly, required minimum distributions can play an important role in your financial future and those of the ones you love.

There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65. Baby Boomers hold 54% percent of all U.S. household wealth and account for almost 50% percent of consumer spending -- and yet many were winging it as they moved into retirement. Experts have urged them to get it together regarding financial planning... Continue Reading
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